16th May, 2024
Grow your career in Wealth Advisory
Opportunity to be mentored, undertake or continue your Professional Year
Collaborative, friendly, and innovative team
About the company
Our client is a top mid-tier advisory and accounting practice. Their Wealth Advisory team provide exceptional, holistic financial advice for clients across Australia and New Zealand.
With an award-winning culture and regular ongoing professional development opportunities, there are endless opportunities to grow your career within the Wealth Advisory team or wider business.
About the role You will be working alongside a national team of experienced financial planning professionals including senior financial advisers, associate advisers, paraplanners, and client services officers. You will be responsible for providing a high level of support to financial advisers and clients.
Key responsibilities
Prepare for adviser advice and review meetings
Liaise with clients, paraplanning
... Click here to view more detail / apply for Associate Financial Adviser